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Head of Estate Planning and Probate Services
Certified Specialist in Trusts, Wills and Estate Law by the State Bar of California, Board of Legal Specialization
David L. Kelly graduated from Stanford University and Stanford Law School, and has been a member of the California State Bar for 55 years, with a focus on Trusts and Estates Law for the last 30 years. David is a Certified Specialist in Trusts, Wills and Estates Law by the State Bar of California, Board of Legal Specialization. He is a Fellow of The Institute for Global Wealth Strategies Planning, having completed a three-year post-doctorate program in advanced estate planning.
Mr. Kelly is an attorney and mediator with a broad range of experience that he uses to assist clients in creating and preserving wealth and building/protecting legacies. David is known by his clients as a bridgebuilder connecting people and solutions that span generations. David’s legal practice focuses on Trust, Estate and Charitable Planning and Administration as well as providing strategic support in Trust and Estate Litigation matters. David has also represented clients in Business, Real Estate and Corporate Matters and served as general counsel of a diversified investment company focusing on real estate and energy. David’s professional practice has spanned the board, previously serving as a partner in a large multi-state law firm; as a deputy attorney for the California Attorney General’s Office; serving as in house counsel for a major corporation; and running a decades old prestigious small firm Estate Planning practice in Placer County. David joined the Burton Law Firm eight years ago, as the head of Estate Planning and Probate Services.
David is rated as AV Preeminent by Martindale-Hubbell. He has received the award of “Top Lawyer” by Sacramento Magazine in 2017, 2018 and 2019. He has received a rating of Perfect 10 by AVVO.com since around when the service started. David is the past president of the Placer Estate Planning Council, and a past board member of the Sacramento Estate Planning Counsel. David is a member of the Placer Estate Planning Council, the Sacramento Estate Planning Council, the Placer Bar Association, the California Bar Association, and the American Bar Association.